Atlas Wealth’s Strive Inc ASST Stock Holding History

Atlas Wealth’s Portfolio ASST Stock Details ASST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,591	Closed	-$97.3K	–	117
2025 Q4	$97.3K	Buy	+6,591	New	+$157K	0.03%	108

Other funds holding ASST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ICP

Interchange Capital Partners Pittsburgh, Pennsylvania $317M AUM 12.76% 1-Year Est. Return

Atlas Wealth's ASST Position: Q1 2026 in Review

Atlas Wealth sold out of Strive Inc (ASST) in Q1 2026, closing a stake of 6,591 shares — an estimated $97.3K sold.

Atlas Wealth first reported a position in ASST in Q4 2025 and held it in 1 quarter. The position peaked at $97.3K in Q4 2025. 138 funds tracked by Wall St. Rank hold ASST as of Q1 2026.

Atlas Wealth reported no remaining Strive Inc position as of Q1 2026 after selling out during the quarter.
Atlas Wealth sold 6,591 Strive Inc shares in Q1 2026, an estimated $97.3K.
Atlas Wealth first reported a position in Strive Inc in Q4 2025 and held it in 1 quarter.
Atlas Wealth's Strive Inc position peaked at $97.3K in Q4 2025.
138 funds tracked by Wall St. Rank held Strive Inc as of Q1 2026.

Based on Atlas Wealth's 13F filing for Q1 2026, filed 6 May 2026.